Source: Business Wire

Press Release: SS&C Advent : Pontera Announces Integration with SS&C's Advent Custodial Data Network to Help Advisors Manage Clients' Retirement Assets

NEW YORK--(BUSINESS WIRE)--Pontera, the fintech company that enables financial advisors to trade and manage retirement assets in a secure and compliant manner, today announced an integration with SS&C's Advent Custodial Data® network. The technology integration provides held away account data for firms using SS&C's advisory solutions. Users can view, report, supervise, and bill on 401(k), 403(b), and other held away accounts managed on Pontera's platform through SS&C's Advent Custod

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Est. Annual Revenue
$500M-1.0B
Est. Employees
1.0-5.0K
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